Melissa Currie
About Melissa Currie
Melissa Currie is the Director of Large RIA Market at SEI Enterprise Wealth Management Services with over 25 years of experience in the financial services industry, specializing in marketing and innovative solutions for wealth managers.
Current Role at SEI
Melissa Currie is the Director of the Large RIA Market at SEI Enterprise Wealth Management Services. In this role, she collaborates with wealth managers to deliver innovative solutions powered by the SEI Wealth PlatformSM. This platform is a unified, flexible, end-to-end solution that includes dozens of automated workflows designed for frictionless, fully integrated advisor and client experiences. Her work supports building scale and profitable growth across technology stacks, administrative and operational activities, and digital experiences.
Previous Positions
Melissa Currie has held several significant positions prior to her current role. She worked as a Go-To-Market Strategist for SEI Global Marketing in Greater Philadelphia (2020-2021), Director of Marketing for SEI Private Wealth Management (2018-2020), and Director of Marketing and Digital Solutions at Penn Capital (2014-2018). She also served as the Distribution Services Marketing Manager at Equinox Funds in Princeton, NJ (2012-2014), and Associate in Cash Management Marketing at BlackRock in Wilmington, Delaware (2005-2012). Additionally, she has experience as a Marketing/Sales Support at 1838 Investment Advisors in Radnor, PA (2000-2004).
Early Career
Melissa Currie's early career includes her role as an Administrative Assistant in Church Relations and Assistance at the Board of Pensions of the Presbyterian Church from 1989 to 1996 in the Greater Philadelphia Area. This role laid the foundation for her extensive experience in the financial services industry. Over the years, she has built a strong marketing background and a dedication to providing exceptional client experiences.
Educational Background
Melissa Currie earned a B.S. from the University of Phoenix, studying there from 2007 to 2011. Additionally, she holds a B.S. from Holy Family University. Her academic background supports her over 25 years of experience in the financial services industry, demonstrating her love of learning and commitment to professional development.
Contact Information
Melissa Currie can be contacted at her professional email address, mcurrie@seic.com, for inquiries related to SEI’s Enterprise Wealth Management Services. She is known for her love of learning and willingness to engage directly with clients and colleagues to deliver exceptional experiences.